Realta Investment Advisors - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 982 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$899,226
-13.9%
7,336
-13.9%
0.21%
-9.2%
Q2 2023$1,044,483
-3.2%
8,521
-2.3%
0.23%
-13.0%
Q1 2023$1,078,891
-13.6%
8,721
-12.6%
0.26%
-13.8%
Q4 2022$1,248,680
+14.6%
9,981
+2.1%
0.30%
+6.3%
Q3 2022$1,090,000
+10.2%
9,774
+19.0%
0.29%
+18.2%
Q2 2022$989,000
-4.6%
8,212
+1.5%
0.24%
+16.9%
Q1 2022$1,037,000
+30.4%
8,094
+31.4%
0.21%
+18.3%
Q4 2021$795,000
+51.7%
6,160
+38.2%
0.18%
+42.3%
Q3 2021$524,000
-9.0%
4,458
-5.4%
0.12%
-10.2%
Q2 2021$576,000
+4.5%
4,714
+1.0%
0.14%
-5.5%
Q1 2021$551,000
+23.3%
4,669
+10.5%
0.14%
+14.2%
Q4 2020$447,000
+17.6%
4,224
+2.6%
0.13%0.0%
Q3 2020$380,000
+12.8%
4,117
+11.3%
0.13%
+14.4%
Q2 2020$337,000
+35.3%
3,700
+18.7%
0.11%
+3.7%
Q1 2020$249,000
-12.6%
3,118
+16.4%
0.11%
+37.2%
Q4 2019$285,000
+11.3%
2,679
+7.0%
0.08%
+11.4%
Q3 2019$256,000
-62.2%
2,504
-62.7%
0.07%
-62.8%
Q2 2019$678,000
+247.7%
6,708
+243.1%
0.19%
+111.2%
Q1 2019$195,0001,9550.09%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2021
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,806,412$176,902,00027.81%
O'Dell Group, LLC 195,848$19,179,00012.38%
Stratford Consulting, LLC 351,576$34,430,00012.26%
Jackson, Grant Investment Advisers, Inc. 181,053$17,731,00011.11%
Spectrum Asset Management, Inc. (NB/CA) 176,706$17,305,00010.32%
MARINO, STRAM & ASSOCIATES LLC 124,905$12,232,0009.80%
Ellenbecker Investment Group 126,427$12,381,0009.14%
EisnerAmper Wealth Management Corporate Benefits, LLC 100,017$9,795,0007.56%
Capital Investment Advisors, LLC 1,118,010$109,631,0006.47%
RELIANCE TRUST CO 3,229$316,0006.25%
View complete list of SPDR SERIES TRUST shareholders